For. Agenda  Welcome and Introductions  What’s in it for You?  Solution Demonstration  Customer Success Program Overview  Closing Comments: Why We.

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Presentation transcript:

for

Agenda  Welcome and Introductions  What’s in it for You?  Solution Demonstration  Customer Success Program Overview  Closing Comments: Why We Feel Gallagher Benefit Services Should Choose Salesforce.com

Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-Q filed on January 31, 2008 and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor

What’s in it for You?

What’s in it for You – Executive Management  Increase organic growth through the identification of cross-sell & up-sell opportunities  Maximize the return on each of your acquisition investments through enhancements in sales productivity  Improve margin through reductions in cost of sales

What’s in it for You – Regional/Branch Management  Drive sales productivity through the elimination of a manual, spreadsheet-based forecasting process, and through cross-business unit/region/branch visibility and collaboration  Identify opportunities for coaching through user-defined activity dashboards  Leverage the use of Salesforce.com as a way to attract “A” Players, and as a way to on-board Producers more quickly

What’s in it for You – Producers  One place to house your key client and prospect data; real-time accessibility; spend more time selling and less time on “Administrivia” through lightning-fast response times  Easy to access (Web; Offline; Blackberry), use (just like Amazon, eBay or Google), integrate (Lotus Notes for calendar; Hoovers), and tailor to your particular book of business (for example, you can easily create reports and dashboards)  Increase your W2 by increasing your win rate through a strategic approach to your deals

What’s in it for You – IT  A stable, reliable, and scalable solution with no infrastructure to maintain, with “While You Sleep” upgrades  Rapid time to value – Gartner: “Salesforce.com is implemented with fewer resources in about half the time it takes to implement other systems”  A low and predictable TCO makes it a lot easier to stay within budget

Software as a Service 21 st Century Platforms Client/Server Late 20 th Century Platforms Mainframe Mid 20 th Century Platforms Salesforce.com’s Mission: Innovation Driver, Catalyst & Evangelist

Subscription Faster Vendor Innovation Economies of Scale Scalability Automatic Upgrades Multi-Tenancy The SaaS Model: Multi-Tenant, Subscriptions

The World’s #1 Relationship Management Solution

All Customizations and Integrations Upgraded Automatically Continuous Innovation – 25 Major Releases in 8 Years Spring ‘08: Now Available!

CRM Leader & Visionary Top 10 Entrepreneurs & Cool Company Top 100 Innovative Companies Market Leader Enterprise CRM 2007 Securities Technology Leader Technology of the Year Top Ten Disruptors of 2006 Best CRM & On-Demand Platform Leader & Visionary Broad Industry Recognition for Innovation #12 Top 50 Agenda Setters of Forrester Groundswell Award PC Magazine Editor’s Choice: UE 2007 Product of the Year

70,000 hours community service 3,000 non-profit organizations Over $12 million grants #7 Top 100 Best Corporate Citizens Business Ethics Magazine Corporate Citizen of the Year Award Committee Encouraging Corporate Philanthropy Excellence in Giving Codie Awards Award for Using IT to Benefit Society Computerworld 2007 World’s Most Ethical Companies Ethisphere 1% Time 1% Equity 1% Product 1/1/1 Model for Strategic Corporate Philanthropy

Strong Growth in New Customers Based on publicly available customer and subscriber numbers. Bars represent fiscal quarters. Fiscal Year ,000+ Paying Customers 1,100,000+ Paying Subscribers January 31, 2008

The Enterprise Standard for CRM ~5,000~5,000 ~3,200~3,200 ~4,000~4,000 ~21,000~21,000 ~40,000~40,000 ~30,000~30,000 ~25,000~25,000 ~ 12,000 ~65,000~65,000 ~30,000~30,000 ~4,000~4,000 Number of Subscribers ~5,800~5,800 ~9,000~9,000 ~3,000~3,000 ~2,600~2,600

Customer Success in Insurance

Challenges Results Growth through acquisition of 400 companies and 30 different selling systems Lacked coordination and alignment for successful client acquisition and penetration Poor data for effective resource allocation decisions One global Salesforce.com implementation across of sales, marketing, and support users in 120 countries Cross-Business Unit visibility with consistent account information Better pipeline forecast for resource allocation and communication with Financial Markets A substantial increase in “warm leads” for salespeople IT freed to focus on cost reduction; sales and marketing freed to drive business Return on marketing spend from 6% to 50% AON Achieves 360 Degree Global Visibility With just a few easy customizations, Salesforce is now specifically designed to fit our structure and substantially increase cross-departmental visibility on customer needs. There is no other solution on the market that offered the speed and flexibility an organization of our scope and size requires. “ ” -- Chief Information Officer, AON Insurance

Sales Force Automation Demonstration

Customer Success Program Overview

 For you – a subscription-based model means: –Pay as you go / buy only what you need –Commit for only a certain amount of time  For us – a subscription-based model means: –We need to ensure you are successful immediately –Or else you’ll leave at the end of your subscription  The Customer Success Program addresses: –Post-sale priorities, needs and requirements –Focuses on adoption and defining business value Why Offer a Customer Success Program? Unlike the traditional software model… Success is available to ALL customers just like Basic Technical Support Engagement levels will vary based upon current needs

 What has been accomplished by using salesforce.com?  Can we prove it if asked?  Has the application been kept up-to-date with our changing business objectives?  Do we have a defined process to implement change?  Do we utilize/ know about all features/ functionality salesforce.com offers?  Is our adoption of the application “healthy”?  Do we have the skills to take the app to the next level? Why Engage in the Customer Success Program? Consider these questions during your 1 st contract year

 Assess adoption  Interpret CRM priorities  Define business objectives  Design metrics to prove objectives  Share best practices  Map requirements to Salesforce product roadmap What is the Customer Success Program? Offers tools, resources and a structured methodology

Customer Success Resources Success tools at your fingertips! Successforce.com – Best Practices Website Guides Free Daily Webinars Community Blogs IdeaExchange AppExchange.com User Groups Success Tours Dreamforce Premier and Basic Support Professional Services Education Services Not sure what you are looking for? No time to explore? Curious what other customers are doing? Need immediate help?

Closing Comments: Why We Feel Gallagher Benefit Services Should Choose salesforce.com

Executives are Achieving These Business Objectives with Salesforce.com….. = Revenue Enhancement = Customer Loyalty & Satisfaction What business objectives lead you to evaluate a CRM solution? % of Respondents Has the SFDC service helped you achieve any of these objectives Improve sales pipeline visibility73%89% say yes Improve customer data quality and data mgt.73%90% say yes Increase sales revenue55%70% say yes Improve customer service/support52%87% say yes Acquire new customers48%77% say yes Increase marketing campaign effectiveness45%71% say yes Increase customer retention40%71% say yes Increase customer satisfaction38%78% say yes Reduce sales, service, marketing costs37%78% say yes Enhance cross-sell and up-sell opportunities35%71% say yes Source: Salesforce.com Customer Relationship Survey July ’07 and Feb. ‘08 conducted by independent third-party CustomerSat Inc. Sample size for business objectives leading to evaluate a CRM solution equals 1192 Business Executives/Sponsors from all size companies worldwide, randomly selected. Sample size for sales pipeline visibility = 850, data quality = 848, sales revs. = 616, service/support = 603, new customers = 541, mkt campaigns = 502, retention = 434, satisfaction = 418, cost reduction = 428, and up sell/cross sell = 394.

…..And are Realizing Significant Results 53% Increase in lead volume 43% Increase in sales productivity 41% Increase in sales revenues 29% Increase in customer retention 29% Increase in customer satisfaction 29% Increase in profit margin 26% Decrease in service/support costs 25% Increase in win rate Source: Salesforce.com Customer Relationship Survey conducted Feb. 2008, by an independent third-party CustomerSat Inc. Survey respondents were business executives/project sponsors and system administrators from all size companies worldwide, randomly selected. Sample size for lead vol. = 110; sales productivity = 157, sales revs. = 115, retention = 88, satisfaction = 105, service costs = 91, win rate = 111, and profit margin = 69.

Source Salesforce.com Customer Relationship Survey conducted July ’07 and Feb. 2008, by an independent third-party CustomerSat Inc. Sample size for time to achieve ROI = 239, time to implement = 730, ROI achieved = 121, and hours per month spent on admin.= Respondents were business executives/project sponsors and system administrators from all size companies worldwide, randomly selected. The Average Salesforce Customer.....  Implements in <50 days  Achieves an ROI of 49% in 10 months  Spends <28 hours a month on System Admin.

 94% Will Continue to Use  94% Would Recommend to Others  74% Have Already Recommended Source: Salesforce.com Relationship survey conducted in July 2007 and Feb. 2008, by an independent supplier CustomerSat, Inc. Sample size for continue to use = 4147, recommend to others = 4140, and already recommended = 4150, WW respondents, randomly selected. Success Rate reflects respondents indicating “Definitely will” or “Probably will” continue to use salesforce.com. “Would recommend to a Colleague” reflects respondents indicating “Definitely will” or “Probably will.” Incredible Loyalty and Recommendation Rates

Why Gallagher Benefit Services Should Choose Salesforce.com 1. We will help make your jobs easier:  Easy to use  Easy to access  Easy to customize  Easy to administer  Easy to implement  Easy to support 2. We have a proven track record of making companies – and individuals – successful:  #1 CRM provider – 41,000 customers; 1,100,000 subscribers  Deep experience in Insurance  Low TCO; high ROI; higher W2  94% of our customers will continue to use us; 94% would recommend us to others  Customer Success Program

Thank You!